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Wealth Management Associate

Planning Alliance
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Overview

With roots that trace back to 1955, Planning Alliance provides comprehensive wealth and risk management solutions nationwide. Our services are tailored to individuals, families, and businesses. We utilize investment, insurance, and wealth accumulation strategies and tools to empower our clients to protect and achieve their personal, corporate, and philanthropic financial goals.

We are a multi-generational firm, and our culture is rooted in transparent and honest financial counseling. Through financial successes, triumphs, tribulations, and across market cycles, our firm is prepared to stand beside you to guide your decisions for the advancement of your family and business goals. 

We are growing and seeking a new Wealth Management Associate to join the team.  As a Financial Representative at Planning Alliance, you will work with individuals and businesses in your community, helping people protect themselves and their loved ones, by providing recommended strategies and products that help protect their financial futures and help them achieve their dreams. 

 

As a Wealth Management Associate you are…

  • A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed. 
  • Passionate about cultivating long-term relationships to help others reach their goals. 
  • Ambitious, entrepreneurial, and looking for career growth and development
  • Experienced with relationship building or client-facing sales 
  • A strong communicator
  • A college senior or recent graduate from a finance related field

 

What you’ll be doing: 

  • Develop and maintain relationships with clients. Work to understand their goals, concerns, and current financial information.
  • Analyze information to create a plan with appropriate strategies, products, and services.
  • Manage clients’ financial plans to ensure they are consistently aligned with their goals throughout the years
  • Design financial strategies to help clients reach their goals
  • Stay updated on market trends, investment opportunities, and regulatory changes
  • Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions

 

Our Commitment:

  • Excellence: We bring intention and integrity to every client and team member interaction.
  • Mutual Respect: We draw on knowledge that breaks through the noise with clarity of purpose to build better financial futures.
  • Doing the Right Thing: We invite and navigate through constructive conversation across our firm and with our clients. We believe you should never compromise your morals to be successful.
  • Continuous Learning: We are committed to giving you a competitive edge with licensing and certification opportunities alongside one-on-one Managing Director led training.
  • Community Involvement: We believe in building community through philanthropy.

 

What we provide:

  • A competitive pay structure and benefits package that includes a defined Benefits Plan, health and dental insurance options, 401(k) with Match and Roth options and more
  • Licensing sponsorship and support
  • Top rated training and development- locally, virtually, and nationally in conjunction with the personalized one-on-one guidance and support from a Managing Director for up to 18 months. 
  • Mentorship and joint work opportunities
  • Leadership and career opportunities that include tuition reimbursement and continuing education opportunities
  • Tools and Tech that help appropriately gather, manage and service your clients
  • Superior service and support from Guardian Life, a fortune 250 company

 

Requirements:

  • Must be a US Citizen or permanent resident
  • Willing and able to obtain appropriate licensing (NJ/NY Life, Accident, Health, FINRA SIE, Series 7, Series 66)
  • A four-year degree (Business, Finance or Financial Planning related)

 

 

Planning Aliiance is a Guardian Life Agency. Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Today, we provide life insurance, disability insurance, dental insurance, and other benefits for individuals, at the workplace, and through government-sponsored programs. 

And as one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian.

 

Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 7606138.1 (Exp. 5/27)